TIMMONS WEALTH MANAGEMENT, LLC
Legal name: TIMMONS WEALTH MANAGEMENT
CRD #165914 SEC #801-129964 ATTLEBORO, MA (774) 331-2172
SEC Registered
Total AUM
$144.9M
Discretionary
$144.9M
Employees
2
Clients
101
Accounts
553
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $144.9M | $144.9M | $0 | 2 | 0 |
| Mar 2024 | $114.8M | $114.8M | $0 | 1 | 0 |
DateMar 2025
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees1
Clients0